Sebring, FL Mall Ring Road Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
About
Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.
RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.
Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.
Based on Raymond James Financial
Expertise
Based on Raymond James Financial
Location
917 Mall Ring Road, Suite 102
Sebring FL 33870
Advisors at this office
2
Advisors at this office
Joan W
Series 66
Sebring, FL
Raymond James Financial
Joan Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Sebring, FL, holding a Series 66 designation and 20 years of industry experience. She previously worked at SunTrust Investment from 2006 to 2018. In addition to her advisory work, Joan is the owner of Sweetwater Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.
Samuel A
Series 66
Sebring, FL
Raymond James Financial
Samuel Aguilar is a financial advisor with Raymond James Financial in Sebring, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Raymond James Financial Services, the YMCA, and EMTYLE Inc. Outside of his advisory duties, Aguilar is an owner of a small share in Sweetwater Wealth Management, LLC, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses non-discretionary planning tailored to client goals and offers a variety of advisory programs alongside specialized services such as municipal finance and SIMPLE IRA Employer Advisory.
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